Xcel Energy (XEL) Institutional Ownership

$70.05 +0.48 (+0.69%)

(As of 11/20/2024 ET)

Current Institutional Ownership Percentage: 78.38%
Number of Institutional Buyers (last 12 months): 576
Total Institutional Inflows (last 12 months): $3.15B

Number of Institutional Sellers (last 12 months): 386
Total Institutional Outflows (last 12 months): $1.85B

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XEL Institutional Buying and Selling by Quarter

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Xcel Energy Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/20/2024	Virtu Financial LLC	4,347	$284K	0.0%	+12.0%	0.001%
11/20/2024	Bard Financial Services Inc.	10,625	$694K	0.1%	-3.4%	0.002%
11/19/2024	M&T Bank Corp	111,342	$7.27M	0.0%	-11.7%	0.019%
11/18/2024	TD Private Client Wealth LLC	52,562	$3.43M	0.1%	-0.9%	0.009%
11/18/2024	Teachers Retirement System of The State of Kentucky	41,449	$2.71M	0.0%	-5.2%	0.007%
11/18/2024	Toronto Dominion Bank	336,265	$21.96M	0.0%	+19.6%	0.059%
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11/18/2024	Brown Financial Advisors	8,070	$527K	0.2%	-37.3%	0.001%
11/18/2024	Coldstream Capital Management Inc.	14,367	$940K	0.0%	+4.9%	0.003%
11/18/2024	First Dallas Securities Inc.	27,785	$1.81M	0.8%	-15.1%	0.005%
11/16/2024	Geode Capital Management LLC	14,562,103	$952.09M	0.1%	+1.8%	2.536%
11/15/2024	Vestcor Inc	62,645	$4.09M	0.1%	-9.0%	0.011%
11/15/2024	M&T Bank Corp	111,342	$7.27M	0.0%	-11.7%	0.019%
11/15/2024	Barclays PLC	1,262,786	$82.46M	0.0%	-26.8%	0.220%
11/15/2024	LRI Investments LLC	3,037	$209K	0.0%	+5.9%	0.001%
11/15/2024	Public Employees Retirement System of Ohio	247,997	$16.19M	0.1%	+13.0%	0.043%
11/15/2024	Nomura Asset Management Co. Ltd.	189,954	$12.40M	0.0%	+7.0%	0.033%
11/15/2024	MML Investors Services LLC	72,365	$4.73M	0.0%	-1.5%	0.013%
11/15/2024	Hodges Capital Management Inc.	9,395	$613K	0.0%	N/A	0.002%
11/15/2024	First National Bank of Omaha	120,512	$7.87M	0.5%	-2.0%	0.021%
11/15/2024	Dean Investment Associates LLC	130,572	$8.53M	1.2%	+40.9%	0.023%
11/15/2024	Delos Wealth Advisors LLC	1,200	$78K	0.1%	+3,900.0%	0.000%
11/15/2024	Orion Portfolio Solutions LLC	19,056	$1.24M	0.0%	-3.5%	0.003%
11/15/2024	XTX Topco Ltd	16,540	$1.08M	0.1%	N/A	0.003%
11/15/2024	Zacks Investment Management	6,382	$417K	0.0%	N/A	0.001%
11/15/2024	Zimmer Partners LP	212,500	$13.88M	0.3%	-93.0%	0.037%
11/15/2024	National Bank of Canada FI	1,236,933	$80.77M	0.1%	-19.4%	0.215%
11/15/2024	Brookfield Corp ON	2,509,031	$163.84M	0.9%	+520.1%	0.437%
11/15/2024	iA Global Asset Management Inc.	56,831	$3.71M	0.1%	+4.1%	0.010%
11/15/2024	EP Wealth Advisors LLC	8,766	$572K	0.0%	-28.9%	0.002%
11/15/2024	United Services Automobile Association	14,610	$954K	0.0%	-10.2%	0.003%
11/15/2024	Insigneo Advisory Services LLC	6,781	$443K	0.0%	-10.0%	0.001%
11/15/2024	Kovitz Investment Group Partners LLC	26,143	$1.71M	0.0%	+67.4%	0.005%
11/15/2024	Worldquant Millennium Advisors LLC	1,033,255	$67.47M	0.5%	+7.0%	0.180%
11/15/2024	Two Sigma Advisers LP	265,900	$17.36M	0.0%	-32.7%	0.046%
11/15/2024	State Street Corp	37,143,025	$2.45B	0.1%	+6.7%	6.468%
11/15/2024	Stifel Financial Corp	1,265,658	$82.65M	0.1%	+19.0%	0.220%
11/15/2024	SYM FINANCIAL Corp	8,580	$560K	0.1%	+11.4%	0.001%
11/15/2024	Quantinno Capital Management LP	88,385	$5.77M	0.1%	+20.9%	0.015%
11/15/2024	Quarry LP	852	$56K	0.0%	-64.2%	0.000%
11/15/2024	Point72 Asset Management L.P.	637,376	$41.62M	0.1%	N/A	0.111%
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11/15/2024	Merewether Investment Management LP	984,700	$64.30M	3.0%	N/A	0.171%
11/15/2024	IHT Wealth Management LLC	18,588	$1.21M	0.0%	+25.4%	0.003%
11/15/2024	Integrated Wealth Concepts LLC	17,482	$1.14M	0.0%	+4.6%	0.003%
11/15/2024	Investment Management Corp of Ontario	18,394	$1.20M	0.0%	+48.4%	0.003%
11/15/2024	Janus Henderson Group PLC	839,146	$54.80M	0.0%	+1,265.6%	0.146%
11/15/2024	HITE Hedge Asset Management LLC	317,117	$20.71M	2.4%	+393.0%	0.055%
11/15/2024	HighTower Advisors LLC	80,863	$5.28M	0.0%	-22.0%	0.014%
11/15/2024	Hilltop Holdings Inc.	3,525	$230K	0.0%	N/A	0.001%
11/15/2024	Holocene Advisors LP	83,910	$5.48M	0.0%	+9.2%	0.015%
11/15/2024	Chevy Chase Trust Holdings LLC	300,109	$19.60M	0.1%	-1.7%	0.052%
11/15/2024	Ascent Group LLC	4,946	$323K	0.0%	N/A	0.001%
11/15/2024	Benjamin Edwards Inc.	16,422	$1.07M	0.0%	+48,200.0%	0.003%
11/15/2024	Point72 Asia Singapore Pte. Ltd.	1,951	$127K	0.0%	N/A	0.000%
11/15/2024	Point72 Hong Kong Ltd	9,912	$647K	0.0%	N/A	0.002%
11/15/2024	True Wealth Design LLC	1,973	$129K	0.1%	+17,836.4%	0.000%
11/14/2024	Morton Community Bank	54,498	$3.56M	0.9%	+0.7%	0.009%
11/14/2024	Tradition Wealth Management LLC	23,717	$1.55M	0.1%	+6.9%	0.004%
11/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	92,718	$6.05M	0.0%	-12.8%	0.016%
11/14/2024	Edgestream Partners L.P.	18,670	$1.22M	0.1%	N/A	0.003%
11/14/2024	Verition Fund Management LLC	158,004	$10.32M	0.1%	+147.2%	0.028%
11/14/2024	Captrust Financial Advisors	99,372	$6.49M	0.0%	+11.0%	0.017%
11/14/2024	Rockefeller Capital Management L.P.	46,892	$3.06M	0.0%	-37.2%	0.008%
11/14/2024	Centric Wealth Management	3,150	$209K	0.1%	N/A	0.001%
11/14/2024	Martingale Asset Management L P	131,580	$8.59M	0.2%	-14.8%	0.023%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,244,375	$146.56M	0.0%	-15.9%	0.391%
11/14/2024	Public Sector Pension Investment Board	97,398	$6.36M	0.0%	+3.4%	0.017%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	184,800	$12.07M	0.0%	-9.2%	0.032%
11/14/2024	MetLife Investment Management LLC	144,938	$9.46M	0.1%	-2.2%	0.025%
11/14/2024	Healthcare of Ontario Pension Plan Trust Fund	105,979	$6.92M	0.0%	+107.8%	0.018%
11/13/2024	Freedom Investment Management Inc.	6,707	$438K	0.0%	+20.1%	0.001%
11/13/2024	Townsquare Capital LLC	28,180	$1.84M	0.0%	+2.4%	0.005%
11/13/2024	BNP Paribas Financial Markets	1,004,714	$65.61M	0.0%	-42.2%	0.175%
11/13/2024	Principal Street Partners LLC	92,177	$6.01M	1.0%	-23.1%	0.016%
11/13/2024	Avestar Capital LLC	3,189	$208K	0.0%	N/A	0.001%
11/13/2024	Brooklyn Investment Group	1,742	$114K	0.0%	N/A	0.000%
11/13/2024	FMR LLC	3,026,608	$197.64M	0.0%	-14.4%	0.527%
11/13/2024	D.A. Davidson & CO.	31,929	$2.09M	0.0%	-1.2%	0.006%
11/13/2024	Dai ichi Life Insurance Company Ltd	24,910	$1.63M	0.0%	-83.9%	0.004%
11/13/2024	The Manufacturers Life Insurance Company	558,848	$36.49M	0.0%	+2.2%	0.097%
11/13/2024	Bank of Montreal Can	929,569	$60.02M	0.0%	-19.4%	0.162%
11/13/2024	Associated Banc Corp	308,943	$20.17M	0.6%	+4.5%	0.054%
11/13/2024	Brown Brothers Harriman & Co.	1,324	$86K	0.0%	-51.8%	0.000%
11/13/2024	DRW Securities LLC	26,068	$1.70M	0.0%	N/A	0.005%
11/13/2024	Independent Advisor Alliance	9,988	$652K	0.0%	+44.0%	0.002%
11/13/2024	Harvest Fund Management Co. Ltd	27,634	$1.81M	0.1%	+64.4%	0.005%
11/12/2024	Cahill Financial Advisors Inc.	10,004	$653K	0.1%	+6.8%	0.002%
11/12/2024	Larson Financial Group LLC	11,537	$753K	0.0%	+22.0%	0.002%
11/12/2024	WESPAC Advisors LLC	3,519	$230K	0.2%	N/A	0.001%
11/12/2024	Pitcairn Co.	3,721	$243K	0.0%	N/A	0.001%
11/12/2024	Palisade Asset Management LLC	87,246	$5.70M	0.6%	-1.5%	0.015%
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11/12/2024	Algert Global LLC	39,184	$2.56M	0.1%	+441.0%	0.007%
11/12/2024	Kingsview Wealth Management LLC	9,283	$606K	0.0%	+7.7%	0.002%
11/12/2024	Cerity Partners LLC	272,761	$17.81M	0.0%	+79.4%	0.047%
11/12/2024	Great Valley Advisor Group Inc.	19,982	$1.31M	0.0%	+2.0%	0.003%
11/12/2024	Nicolet Advisory Services LLC	7,181	$462K	0.0%	-5.4%	0.001%
11/12/2024	GenTrust LLC	3,447	$227K	0.0%	N/A	0.001%
11/12/2024	STF Management LP	7,879	$514K	0.2%	-11.1%	0.001%
11/12/2024	Citigroup Inc.	833,007	$54.40M	0.0%	-28.3%	0.145%
11/12/2024	Raymond James Trust N.A.	18,367	$1.20M	0.0%	+1.8%	0.003%
11/12/2024	Charles Schwab Investment Management Inc.	3,417,615	$223.17M	0.0%	+2.0%	0.595%

(Data available from 1/1/2016 forward)

XEL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XEL shares?: During the previous two years, 1,026 institutional investors and hedge funds held shares of Xcel Energy. The most heavily invested institutionals were Vanguard Group Inc. ($3.88B), BlackRock Inc. ($3.11B), State Street Corp ($2.45B), JPMorgan Chase & Co. ($1.46B), Massachusetts Financial Services Co. MA ($991.96M), Geode Capital Management LLC ($952.09M), and Aristotle Capital Management LLC ($841.41M).Learn more on XEL's institutional investors.
What percentage of Xcel Energy stock is owned by institutional investors?: 78.38% of Xcel Energy stock is owned by institutional investors. Learn more on XEL's institutional investor holdings.
Which institutional investors have been buying Xcel Energy stock?: Of the 878 institutional investors that purchased Xcel Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($8.75M), Price T Rowe Associates Inc. MD ($6.68M), Massachusetts Financial Services Co. MA ($4.92M), Strategic Wealth Investment Group LLC ($3.22M), Victory Capital Management Inc. ($2.73M), Federated Hermes Inc. ($2.57M), and Jupiter Asset Management Ltd. ($2.56M).

How much institutional buying is happening at Xcel Energy?: Institutional investors have bought a total of 92,082,465 shares in the last 24 months. This purchase volume represents approximately $6.26B in transactions.
Which Xcel Energy major shareholders have been selling company stock?: Of the 592 institutional investors that sold Xcel Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($9.99M), Magellan Asset Management Ltd ($5.30M), Ameriprise Financial Inc. ($4.34M), Massachusetts Financial Services Co. MA ($2.91M), Zimmer Partners LP ($2.81M), Victory Capital Management Inc. ($2.59M), and Natixis ($2.47M).
How much institutional selling is happening at Xcel Energy?: Institutional investors have sold a total of 78,123,835 shares in the last 24 months. This volume of shares sold represents approximately $5.20B in transactions.

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This page (NASDAQ:XEL) was last updated on 11/21/2024 by MarketBeat.com Staff

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Xcel Energy (XEL) Institutional Ownership

XEL Institutional Buying and Selling by Quarter

Xcel Energy Major Shareholders & Ownership History

XEL Institutional Ownership - Frequently Asked Questions

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Xcel Energy (XEL) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Xcel Energy (NASDAQ:XEL)

XEL Institutional Buying and Selling by Quarter

Xcel Energy Major Shareholders & Ownership History

XEL Institutional Ownership - Frequently Asked Questions

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